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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,192 | $89,739-64.1% | $149,716-78.5% | $62,293-48.3% |
| Participation rate | 20.5% | 85.1%-64.6pp | 87.1%-66.6pp | 69.5%-49.1pp |
| Annual return | 22.35% | 21.01%+1.3pp | 1501.67%-1479.3pp | 28.90%-6.5pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $831 | $4,797-82.7% | $6,568-87.3% | $3,169-73.8% |
| Admin fee / account holder | $3 | $551-99.5% | $11,282-100.0% | $479-99.4% |